+887.2%
ASX vs ESI
+306.3%
+580.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.6% |
| 7D | -9.1% | -6.6% | -2.5% | -5.1% |
| 30D | -23.6% | -9.8% | -13.8% | -18.2% |
| 3M | -5.6% | -11.9% | +6.3% | +2.2% |
| 6M | +4.7% | -25.1% | +29.8% | +24.1% |
| YTD | +122.6% | +31.9% | +90.7% | +103.2% |
| 1Y | +133.0% | +19.2% | +113.8% | +122.1% |
| 3Y | +367.1% | +76.2% | +291.0% | +272.7% |
| 5Y | +504.7% | +39.4% | +465.4% | +421.3% |
| 10Y | +887.2% | +304.9% | +582.3% | +439.2% |
| All | +887.2% | +306.3% | +580.9% | +439.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ESI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling